James Kendzior is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Martha Goodman is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured tools and research. The firm manages approximately $2.74 trillion in client assets and delivers its services both directly and through corporate financial planning agreements.

Alexander Horwitz is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2017. Prior to his advisory career, he attended Illinois Wesleyan University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Parker Hoelscher is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., and entrepreneurial experience at Monday's Bar. He holds a degree from the University of Wisconsin Madison. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice and customized performance reporting. The firm’s approach combines quantitative modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.

William Zurek is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Woodbury Financial Services, Securities America Advisors, Securities America Inc, and Community State Bank prior to joining OSAIC in 2024. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms using a variety of asset-allocation and portfolio management tools.

Krupali Patel is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank NA since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Jennifer Burgman is a financial advisor at Raymond James Financial with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Raymond James since 2001. She is also the owner of Tistle, Solesky & Burgman Financial Services, a support company based in Itasca, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations.

Steven Simons is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Cetera since 1999 and has been associated with Gerald Denvén & Co. since 1991. In addition to his advisory role, he owns and operates an accounting and tax practice through Dennen & Simons, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party managers and a variety of program structures.

David Farrell is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with LPL Financial and was previously with Wayne Hummer Investments LLC for 10 years. He also has a longstanding role at Community Bank Whtn Glen Ellyn. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, brokerage services, and utilizes a range of model portfolios and research to support diversified investment strategies.

Sylvia Jakubowski is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at One North Star, Inc., JPMorgan Chase Bank, N.A., and Vanguard Capital, Ltd. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

David Kubica is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab & Co., Inc. outside of his advisory role, Kubica manages two residential rental properties in Chicago. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning that utilizes firm‑approved tools and modeling techniques.

Juliette La Voye is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked at Eaton Vance (Morgan Stanley) and AXA Advisors, LLC. Outside of finance, she has experience in the restaurant industry, including roles at Laura's Bar and Grille and Jake n Joes Sports Grille. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a large network of financial advisors and branch offices. The firm offers a range of advisory strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Segura is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He works with clients across various financial situations, including retirement planning, investment guidance, insurance, college planning, and long-term care considerations. He focuses on building long-term relationships with clients to ensure their financial plans meet the unique needs of their families. Prior to his current role, Brian served as an Investment Consultant at Fidelity Investments from 2023 to 2024. He has also held several positions at Merrill Lynch and Merrill Edge between 2018 and 2023, including Market Supervision Manager, Supervision Principal, Team Lead, and Financial Service Representative. His professional experience encompasses a broad range of financial services and client support. Outside of his professional work, Brian has interests in football, golf, movies, parenthood, reading, and traveling.

Peter Mccarthy is a financial advisor at Merrill with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Clearing Services and Brentview Investment Management. He has partial ownership in an investment-related entity involved in estate planning. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Gary London is a financial advisor with Ameriprise in Northfield, IL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver these services, primarily to clients with Ameriprise-managed assets.

Michelle Place is a Wealth Management Advisor and principal of The Place Wealth Management Group, based in Northbrook, Illinois. She has been working in the investment industry since 2007, beginning her career in asset management at Morgan Stanley Asset Management. She joined Merrill Lynch Wealth Management as a Financial Advisor in 2010 and currently focuses on servicing and managing high net worth individuals and families. Michelle's expertise covers a range of areas including executive compensation, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, and tax minimization. She holds several professional designations including Certified Private Wealth Advisor®, CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Planning Counselor™, and Personal Investment Advisor. She graduated from the University of Wisconsin-Madison with a degree from the School of Business and completed an Accredited Certificate Program at the University of Chicago. Outside of her professional work, Michelle enjoys dancing, ice skating, pickleball, yoga, and spending time with her family.

Maryann Mousheh is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and previously worked in dental practice administration and education before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers discretionary portfolio management, fund advisory, and model portfolio delivery, with roles including oversight of affiliated and unaffiliated sub-advisers.

Christopher Fasano is a financial advisor at OSAIC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 21 years. In addition to his advisory role, he is also an insurance agent offering various insurance products including accident, health, disability, and life insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction using a range of investment products and third-party platforms.

Carl Viard is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers services through a range of programs including estate planning and corporate financial planning agreements.

Steven Andrews is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.